Summary
Overview
Work History
Education
Skills
Certification
Interests
Accomplishments
Timeline
Generic
ANKITA BHATTA

ANKITA BHATTA

Financial Analyst
Pune

Summary

Detail-oriented Investment Research Analyst with experience in equity research, financial modeling, and valuation analysis. Proven ability to evaluate macroeconomic trends, company fundamentals, and industry dynamics to generate actionable investment insights. Adept at preparing investment memos, forecasts, and performance reports to support portfolio management and strategic decision-making.

Overview

8
8
years of professional experience
5
5
Certifications
4
4
Languages

Work History

Senior Analyst - Investment Research

Zenworx Knowledge Partners.
12.2024 - Current
  • tConduct comprehensive market analysis and due diligence to support investment decisions.
    Performing qualitative and quantitative analysis of the company’s financials, market position, and competitive landscape, I create detailed reports and presentations, synthesizing complex data into actionable insights.
    Review and analyze financial statements, reports, data, and primary research findings to extract meaningful insights. Gather and analyze information from multiple sources, including Bloomberg, Alphasense, Capital IQ, Pitchbook, SEC filings, and government databases.
    Collaborate with clients to understand their specific research needs, and provide tailored solutions.
    Maintain attention to detail in all documentation, ensuring accuracy and professionalism.

Improved company efficiency with the development of key performance indicators, and tracking metrics.

Collected, arranged, and input information into database system.

SENIOR ASSOCIATE

Crisil
11.2022 - 05.2024
  • Worked on financial data gathering, data enrichment and data maintainence for US Public Finance entities particular to the infrastructure sector
  • Worked on data delivering to the analytical stakeholders and ensuring that the data delivered be of topmost quality with respect to accuracy and utility in order to derive insightful and accurate conclusions out of it
  • Extracting data from required source documents and putting them into required in house templates for analytical use
  • Helped in certain ancillary tasks related to smooth introduction of the new data application to the team and also solving queries wherever required
  • Checking files processed by new joiners and helping them know the process better
  • Providing analytical insights to the data being updated wherever required
  • Communicating with analytical counterparts to understand their requirements in a better manner and guiding the team on the same.

ASSOCIATE

Crisil
03.2021 - 11.2022
  • Worked on financial data gathering, data enrichment and data maintainence for US Public Finance entities particular to the infrastructure sector
  • Worked on data delivering to the analytical stakeholders and ensuring that the data delivered be of topmost quality with respect to accuracy and utility in order to derive insightful and accurate conclusions out of it
  • Extracting data from required source documents and putting them into required in house templates for analytical use
  • Worked on in-house application business side testing for data storage
  • Created required test cases, suggested enhancements and derived bugs wherever required for the enhancement of front level utilization of the application being tested.

TRAINEE EQUITY TRADER

Capstone Securities Analysis Private
04.2019 - 12.2020
  • Taking buy and sell decisions and punching trades into the system on the basis of these decisions with a total buying power of $60000 and a tier size of 100
  • Creating a watchlist of stocks on the basis of certain parameters like Average Daily Volume(ADV), Average True Range (ATR), Price and Beta
  • Conducting a daily technical analysis on the basis of certain indicators like Pivot Point Analysis, Candlestick patterns, Volume and Trend analysis
  • Collecting data from websites such as Bloomberg, Marketwatch, Reuters, Earnings Whisper about economic, political and sectoral events and company quarterly earnings data
  • Predicting day's trends of the stocks on the basis of the trends of the underlying index like DOW Jones and S&P 500, important economic, political and sectoral events and events in the global markets.

LEARNER EQUITY TRADER

Capstone Securities Analysis Private
02.2018 - 03.2019
  • Taking buy and sell decisions and punching trades into the system on the basis of these decisions with a total buying power of $10000 and a tier size of 10
  • Creating a watchlist of stocks on the basis of certain parameters like Average Daily Volume(ADV), Average True Range (ATR), Price and Beta
  • Conducting a daily technical analysis on the basis of certain indicators like Pivot Point Analysis, Candlestick patterns, Volume and Trend analysis
  • Collecting data from websites such as Bloomberg, Marketwatch, Reuters, Earnings Whisper about economic, political and sectoral events and company quarterly earnings data
  • Predicting day's trends of the stocks on the basis of the trends of the underlying index like DOW Jones and S&P 500, important economic, political and sectoral events and events in the global markets.

Education

MBA/PGDM - Finance

Jayawantrao Sawant Institute of Management
Pune
07.2018

B.Com - Costing

University of Pune
Pune
04.2015

12th - Commerce

Natwarlal Maniklal Dalal College of Arts and Commerce
Gondia
04.2012

10th - undefined

Gujrati National High School
Gondia
04.2010

Skills

● PowerPoint

● Excel

● Word

● Stock Market

● Financial Modelling

● Financial Research

● Financial Analysis

● Ratio Analysis

● Balance Sheet Analysis

● Secondary Research

● Spreadsheets

● Data Analysis

● Cash Flow

● Financial Databases (Capital IQ, Alphasense, Pitchbook etc)

● Company Profiling

● Investment Research

● Industry Taxonomy

● Dashboard creation

Certification

Data Analysis with Spreadsheets and SQL - Meta

Interests

Poetry writing
Cooking
Reading

Accomplishments

Received YMD award for suggesting the highest number of requirements, test cases and finding highest number of bugs as a part of in-house business application testing team .
Implemented the first use case of artificial intelligence in my current organisation for managing various trackers.

Timeline

Senior Analyst - Investment Research

Zenworx Knowledge Partners.
12.2024 - Current

SENIOR ASSOCIATE

Crisil
11.2022 - 05.2024

ASSOCIATE

Crisil
03.2021 - 11.2022

TRAINEE EQUITY TRADER

Capstone Securities Analysis Private
04.2019 - 12.2020

LEARNER EQUITY TRADER

Capstone Securities Analysis Private
02.2018 - 03.2019

B.Com - Costing

University of Pune

12th - Commerce

Natwarlal Maniklal Dalal College of Arts and Commerce

10th - undefined

Gujrati National High School

MBA/PGDM - Finance

Jayawantrao Sawant Institute of Management
ANKITA BHATTAFinancial Analyst